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Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-08-15
TX RA APPROVED 2025-08-15
  • NY RA
    APPROVED
    Since 2025-08-15
  • TX RA
    APPROVED
    Since 2025-08-15

Branch Locations

260 Madison Avenue, New York, NY 10016 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Seacoast Lindenhurst NY 06/2020 07/2020
Aegis Capital Corp Melville NY 09/2020 01/2021
E*Trade Securities Llc Temple Terrace FL 08/2022 05/2023
Paul Bunyon Tree Service Port Washington NY 04/2021 08/2022
Executive Enterprise Lake Success NY 02/2021 03/2021
First National Realty Partners Farmingville NY 03/2021 04/2021
Morgan Stanley Temple Terrace FL 08/2022 05/2023
J.P. Morgan Securities Llc Riverview FL 06/2023 08/2024
Jpmorgan Chase Bank, N.A. Riverview FL 06/2023 08/2024
Florida Financial Advisors, Llc Tampa FL 09/2024 05/2025
Digital Equity Llc Tampa FL 09/2024 Present
Trinity Wealth Securties, Llc Tampa FL 10/2024 04/2025
Jpmorgan Chase Bank, N.A. New York NY 08/2025 Present
J.P. Morgan Securities Llc New York NY 08/2025 Present
Unemployed Babylon NY 09/2016 05/2020
Unemployed Babylon NY 08/2020 08/2020
  • 06/2020 → 07/2020
    Seacoast
    Lindenhurst, NY
  • 09/2020 → 01/2021
    Aegis Capital Corp
    Melville, NY
  • 08/2022 → 05/2023
    E*Trade Securities Llc
    Temple Terrace, FL
  • 04/2021 → 08/2022
    Paul Bunyon Tree Service
    Port Washington, NY
  • 02/2021 → 03/2021
    Executive Enterprise
    Lake Success, NY
  • 03/2021 → 04/2021
    First National Realty Partners
    Farmingville, NY
  • 08/2022 → 05/2023
    Morgan Stanley
    Temple Terrace, FL
  • 06/2023 → 08/2024
    Riverview, FL
  • 06/2023 → 08/2024
    Jpmorgan Chase Bank, N.A.
    Riverview, FL
  • 09/2024 → 05/2025
    Tampa, FL
  • 09/2024 → Present
    Digital Equity Llc
    Tampa, FL
  • 10/2024 → 04/2025
    Trinity Wealth Securties, Llc
    Tampa, FL
  • 08/2025 → Present
    Jpmorgan Chase Bank, N.A.
    New York, NY
  • 08/2025 → Present
    New York, NY
  • 09/2016 → 05/2020
    Unemployed
    Babylon, NY
  • 08/2020 → 08/2020
    Unemployed
    Babylon, NY
Previous Registrations
Other Businesses

Entity Name: DIGITAL EQUITY LLC Investment related: No Address: Tampa, FL Nature of the other business: E-Commerce Position/Title/Relationship: Owner/Partner Start Date: 09/15/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: The nature of the small business that buys and sells goods online (ecommerce). My role is to manage the logistics of the products. The external role is not similar to my firm role and there is no connection to JPMorganChase. I spend 0-10 hours a week on this business. These hours are outside of work at JPMorgan

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-24
S63 Uniform Securities Agent State Law Examination 2020-11-05
  • S65 Uniform Investment Adviser Law Examination
    2024-10-24
  • S63 Uniform Securities Agent State Law Examination
    2020-11-05
Other Names
  • Brian William Boehm
  • Brian Boehm
  • Brian W Boehm

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